Financial Management Professionals’s Perimeter Solutions PRM Stock Holding History

Financial Management Professionals’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.3K	Buy	+737	New	+$23K	﹤0.01%	389
2023 Q3	–	Sell	-9,962	Closed	-$61K	–	1019
2023 Q2	$61K	Hold	9,962	–	–	0.01%	240
2023 Q1	$80K	Hold	9,962	–	–	0.02%	227
2022 Q4	$91K	Buy	9,962 +4,973	+100%	+$43.8K	0.02%	171
2022 Q3	$40K	Buy	4,989 +1,583	+46%	+$16.3K	0.01%	248
2022 Q2	$37K	Buy	+3,406	New	+$36.3K	0.01%	260

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Financial Management Professionals's PRM Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Perimeter Solutions (PRM) in Q2 2026: 737 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in PRM as recently as Q2 2023.

Financial Management Professionals first reported a position in PRM in Q2 2022 and has held it in 6 quarters since. The position peaked at $91K in Q4 2022. 309 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

Financial Management Professionals held 737 shares of Perimeter Solutions worth $26.3K as of Q2 2026.
Perimeter Solutions was a new Financial Management Professionals position in Q2 2026.
Perimeter Solutions made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #389 holding.
Financial Management Professionals first reported a position in Perimeter Solutions in Q2 2022 and has held it in 6 quarters since.
Financial Management Professionals's Perimeter Solutions position peaked at $91K in Q4 2022.
309 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.